Cloud Accounting

You’ve had the same bookkeeper for 20 years. You don’t understand why you need to pay a monthly subscription for software. You don’t understand why bills are missing, invoices don’t go out and the bank account balance is never showing what you think it should be. And everything seems to take hours.

It’s time. In fact, it is way over time. Time for your business to upgrade its accounting system to the cloud and take your business online. The efficiency gains and improvement in business information makes it imperative.  We have guided hundreds of clients through the process. It takes time, changes to process are required, but the benefits are immediate.  

The following steps will take your business accounting to the Cloud:

1. We have a look at what you have been using until now and will arrange a discussion with you and your bookkeeping team to understand your requirements.
2. Because we have done this many times, we will be able to recommend to you an appropriate cloud accounting application.
3. A plan for conversion will then be prepared. This will take into account the time of year, your payroll needs, the need for customised templates for invoices etc and other matters. We will communicate the plan which will include the timeline and responsibilities.
4. As part of the process, using our approach to Better Bookkeeping, we will also review how the team operates and how tasks are completed to gauge the impact of the new system and understand what further changes are required.
5. From this point, we will project manage the process and system conversion.
6. Our aim will be to ensure as little disruption as possible and ensure you can go live at the right moment.
7. Our experienced team will continue to be available for your team to assist with any problems. Because your files will be online, we will also be able to access the file to understand any problems and assist as soon as possible.

Once this process has been completed, you may wish to consider our Business in the Cloud service to see if other aspects of your business should go online to maximise the benefits.

1. Your processes will be more efficient, paperwork will be reduced since it will be captured online, and business information will be more complete more quickly.
2. You can focus your time on the business instead of chasing paperwork with the team.
3. Your team can do their work more efficiently and will have time to devote to other tasks.  
4. Cashflow should be easier to manage with more information available more quickly.